Concurrent Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,389 shares of VPU stock, worth $240,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,389
Previous 1,452 4.34%
Holding current value
$240,685
Previous $253 Million 10.23%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$160.52 - $179.11 $10,112 - $11,283
-63 Reduced 4.34%
1,389 $227 Million
Q3 2024

Oct 30, 2024
SELL
$146.64 - $174.54 $19,209 - $22,864
-131 Reduced 8.28%
1,452 $253 Million
Q2 2024

Jul 30, 2024
BUY
$136.04 - $157.94 $215,351 - $250,019
1,583 New
1,583 $234 Million
Q4 2023

Apr 15, 2024
BUY
$121.65 - $142.23 $232,229 - $271,517
1,909 New
1,909 $262 Million

Others Institutions Holding VPU

# of Institutions
642
Shares Held
18.1M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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